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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $591,636 | $106,749+454.2% | $145,433+306.8% | $82,448+617.6% |
| Participation rate | 92.8% | 75.6%+17.1pp | 82.1%+10.6pp | 68.1%+24.7pp |
| Annual return | 15.30% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $32,218 | $3,444+835.4% | $4,554+607.4% | $2,551+1163.0% |
| Participant deferral / active EE | $10,347 | $6,519+58.7% | $7,897+31.0% | $4,139+150.0% |
| Admin fee / account holder | $59,531 | $8,390+609.6% | $13,129+353.4% | $7,234+722.9% |